Director of Financial Planning & Analysis (FP&A)

The Director of Financial Planning and Analysis (FP&A) is responsible for supporting finance, business development, operations, and strategic planning.

Key Responsibilities:

• Partner with the senior leadership to support data-driven decisions through robust pricing analysis, sales forecasting, and FP&A modeling.
• Create and maintain dashboards and reports that provide visibility into key performance indicators (KPIs) across departments.  Track and report on initiative progress, risks, and outcomes, ensuring transparency and alignment with leadership expectations.
• Evaluate and translate strategic initiatives into executable project plans with clear milestones, timelines, and accountability.
• Support the Office of the Executive in creating investor decks and due-diligence documents.
• Help the COO prioritize initiatives across sales, marketing, operations, and other departments to ensure alignment with business goals and resource constraints.
• Collaborate with Shared Support Teams to align implementation plans across both JobSiteCare and WorldClinic divisions.
• Provide project management support to drive execution on cross-functional initiatives, including product launches, process improvements, and systems rollouts.
• Facilitate cross-departmental collaboration to resolve bottlenecks and enhance efficiency.
• Due to the amount of collaboration between departments, this position is expected to be readily accessible throughout the workday and provide timely, reliable responses across all communication channels (MS Teams and Outlook).

Qualifications:

• Bachelor’s degree in Business, Economics, Finance, or a related field; MBA or advanced degree preferred.
• 3-7 years of experience in investment banking, management consulting or corporate finance roles. 
• Healthcare and high-growth start-up experience is preferred.
• Stellar financial modeling skills.
• Strong communication skills, both written and oral.
• Sophisticated and professional presentation skills, with the ability to assimilate extensive information into meaningful business cases and effective presentations.
• Experience structuring, prioritizing, and managing multiple complex projects.
• Proficient in Excel, data visualization tools (e.g., Tableau, Power BI), and project management platforms (e.g., Asana, Monday.com, Smartsheet).
• A bias for action, comfort with ambiguity, and a hands-on approach to problem-solving.

Physical and General Requirements:

• Able to sit for several hours at a time with periodic breaks.
• Ability to use fine motor skills to operate computers, office equipment and/or machinery.
• Visual acuity to perform an activity such as preparing and analyzing data and figures; transcribing; viewing a computer monitor; extensive reading.

EEO Disclaimer:

We are an Equal Opportunity Employer, are committed to creating a diverse and inclusive company culture, and we do not discriminate against candidates or employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under federal, state or local laws.